Filed October 24, 1997 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 | Actuarial | $69,621 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE Service code 28 5900 SOUTHWEST PARKWAY, BUILDING 1 · AUSTIN, TX 78735 | Investment Management | $42,877 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 36-3145972 | Investment Management | $33,084 |
KREISCHER MILLER1 year Service code 10 100 WITMER RD, SUITE 350 · HORSHAM, PA 19044 | Accounting | $22,733 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,008-100.0% | $163,428-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.8%-55.8pp |
| Annual return | -5.63% | 9.19%-14.8pp | 9.36%-15.0pp | 24.44%-30.1pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |